M1 Finance

Financial portfolio management app

M1 Finance logo
201-500 employees
  • Fintech
  • B2C
  • Personal finance
  • SaaS
Chicago Loop, Chicago, IL

Company mission

To rethink what’s possible with personal finance.

-10% employee growth in 12 months

Our take

Managing your finances can be a job in and of itself - working out where to invest or when to use credit among other challenges. M1 sets out to make your life easier with its customizable, automated portfolio management app.

It operates as something between a robo-advisor and a brokerage, offering over 80 pre-prepared portfolios with a wide range of asset allocations. Users can choose a pre-existing template or build their own portfolio, and similarly, users take active control over investments or let M1 automate them. The app is completely free but offers a premium subscription service for those who want lower rates and more investment windows.

With over $6 billion in assets, M1 has grown significantly since 2020, almost tripling in size in three years and becoming a unicorn.

Steph headshot

Steph

Company Specialist at Welcome to the Jungle

Benefits

  • Unlimited PTO
  • Comprehensive health, dental, vision, disability, and life insurance
  • Stock options for all employees
  • Retirement benefit with employer match
  • $500 to spend on home office equipment while working from home
  • Stylish M1 swag
  • Office in the Loop with a Game Room and Gym

Leadership

Also Owner and Chairman of the Board at First National Bank of Buhl-Mountain Iron.